2021-11-09T09:18:16-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 116008915 The Kupferberg Foundation % Foundation Source KUPF 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 martin kupferberg trustee 8008391754 2021-11-03 true martin kupferberg 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X X 12975286 X 0 X 2249 2249 226698 226698 286360 2987260 256367 4764 4251 520071 489565 0 10144 0 0 10144 112334 94334 18000 3084 484 32181 7680 24491 157743 102498 0 52635 728800 728800 886543 102498 0 781435 -366472 387067 985 756877 379522 379522 224871 231348 5394642 6566617 10967116 2340488 977579 1001552 390296 368227 395748 8883288 8516816 12975286 0 0 X 8883288 8516816 8883288 8516816 8883288 8516816 8883288 -366472 8516816 8516816 Publicly-traded Securities 2987260 2739419 247841 247841 Passthrough K1 Capital Gain/(Loss) 8526 256367 5380 5380 5380 18931 0 18931 X 13551 5400 8151 false false false false false true true false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Mark Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Martin Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 5.0 0 0 0 Saul Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Seth Kupferberg Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 Neuberger Berman 1290 avenue of the americas NEW YORK NY 101040001 Investment Mgmt 90762 10977517 705999 395748 12079264 0 12079264 181189 11898075 594904 594904 5380 5380 589524 589524 589524 781435 0 0 0 0 781435 0 781435 589524 139477 2018 2017 2016 781435 139477 589524 52434 52434 0 52434 52434 NONE X AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF 55 EAST 59TH ST 14TH FLOOR NEW YORK NY 10022 N/A PC For the The Gellman-Lasser Fund for Medical and BIOMEDICAL RESEARCH AND INNOVATION 5000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC for the NY Region 15000 BNAI BRITH HILLEL FOUNDATION AT QUEENS COLLEGE HIL 65-30 KISSENA BLVD SU 206 FLUSHING NY 11367 N/A PC General & Unrestricted 1800 CALVARY HOSPITAL INC 1740 EASTCHESTER RD BRONX NY 10461 N/A PC General & Unrestricted 5000 FOUNDATION FIGHTING BLINDNESS INC 6925 OAKLAND MILLS RD 701 COLUMBIA MD 21045 N/A PC General & Unrestricted 10000 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC Charitable Event 5000 LOUIS ARMSTRONG HOUSE MUSEUM 3456 107TH ST CORONA NY 11368 N/A PC General & Unrestricted 5000 MATAN INC 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 N/A PC General & Unrestricted 10000 NASSAU COUNTY MUSEUM OF ART 1 MUSEUM DR ROSLYN HARBOR NY 11576 N/A PC General & Unrestricted 10000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Campaign for Tomorrow 150000 NEW YORK HALL OF SCIENCE 47-01 111TH ST CORONA NY 11368 N/A PC Gala fund; President's & Vice-Chair Council; president's Council; and KEPCO Corporate Partnership fund 78000 NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION 480 OLD WESTBURY RD ROSLYN HTS NY 11577 N/A PC General & Unrestricted 75000 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVE 2ND FL NEW HYDE PARK NY 11042 N/A PC General & Unrestricted 75000 QUEENS BOTANICAL GARDEN SOCIETY INC 4350 MAIN ST FLUSHING NY 11355 N/A PC Kupferberg Yellow Rose sponsorship fund 15000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC Physics Department; and Max & Selma Kupferberg Center for the Visual and Performing Arts to support the Colden Auditorium performances 90000 QUEENS COLLEGE FOUNDATION INC 6530 KISSENA BLVD FLUSHING NY 11367 N/A PC General & Unrestricted 25000 QUEENS MUSEUM OF ART NEW YORK CITY BUILDING NYC BLDG FLUSHING MEADOW CORONA PAR QUEENS NY 11368 N/A PC General & Unrestricted 25000 QUEENS THEATRE IN THE PARK INC 14 UNITED NATIONS AVE S QUEENS NY 11368 N/A PC General & Unrestricted 15000 QUEENSBOROUGH COMMUNITY COLLEGE FUND INC 222-05 56TH AVE SUITE A-504 BAYSIDE NY 11364 N/A PC Harriet & Kenneth Kupferberg Holocaust Center 40000 SAMUEL FIELD YM & YWHA INC 5820 LITTLE NECK PKWY LITTLE NECK NY 11362 N/A PC General & Unrestricted 5000 SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 25 BROADWAY 18TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 15000 SID JACOBSON JEWISH COMMUNITY CENTER INC 300 FOREST DR EAST HILLS NY 11548 N/A PC General & Unrestricted 10000 SOLOMON SCHECHTER SCHOOL OF MANHATTAN 805 COLUMBUS AVE NEW YORK NY 10025 N/A PC general support 40000 VISITING NURSE SERVICE OF NEW YORK 107 EAST 70TH ST 5TH FLOOR NEW YORK NY 10021 N/A SO III FI General & Unrestricted 2000 WNET 825 8TH AVENUE NEW YORK NY 10019 N/A PC General & Unrestricted 2000 728800 14 2249 14 226698 525990 1053 18 285307 K-1 Inc/Loss 525990 -64 14 4760 CLASS ACTION LAWSUITE PROCEEDS 01 68 989 519082 520071 false false false false false false false false false false Tax Return Preparation/Review 10144 10144 Mark Kupferberg * Mark Kupferberg, secretary of the Kupferberg Foundation (the "Foundation"), is a shareholder at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients. Martin Kupferberg * Martin Kupferberg, Trustee and President of the Kupferberg Foundation (the "Foundation"), is President at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients. Saul Kupferberg * Saul Kupferberg, Trustee and Treasurer of The Kupferberg Foundation (the "Foundation"), is a board member at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients. Seth Kupferberg * Seth Kupferberg, trustee and vice president of the Kupferberg Foundation (the "Foundation"), is a shareholder at the manufacturing firm of Kepco, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $16,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such manufacturing firm billed the Foundation at or below the rate it charges its other clients. 1 PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $285,307 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1,053 TOTAL PART I, LINE 6A: $286,360 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,987,260 BOOK BASIS: $2,710,479 NET GAIN/(LOSS): $276,781 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $8,526 3M CO MTN - 2.250% - 03/15/202 4997 5222 AIR PRODUCTS AND CHEMICALS - 1 10441 10423 ALLSTATE CORP - 2.591% - 03/29 25195 25207 AMERICAN ELEC PWR - 0.000% - 1 25000 25037 AMERICAN HONDA FIN - 1.822% - 24848 25001 AMERICAN HONDA FIN CORP - 1.20 10203 10234 AMERICAN TOWER CORP - 2.400% - 25355 26578 AMGEN INC NOTE - 2.650% - 05/1 34736 36051 ANALOG DEVICES INC - 2.500% - 4999 5090 AON CORP - 2.200% - 11/15/2022 25024 25838 APPLE INC - 0.750% - 05/11/202 24932 25298 BMW BK NORTH AMER - 0.300% - 0 34894 35132 BOSTON SCIENTIFIC CORP - 1.900 24988 26255 BOSTON SCIENTIFIC CORP - 3.450 10188 10833 CELGENE CORP - 2.750% - 02/15/ 24726 26097 COCA-COLA CO - 3.200% - 11/01/ 5023 5421 CORNING INC - 2.900% - 05/15/2 10143 10287 EBAY INC NOTE - 2.600% - 07/15 49592 51462 GILEAD SCIENCES INC - 0.000% - 25000 25069 GLAXOSMITHKLINE CAP PLC NOTE - 25040 25029 HOME DEPOT INC - 2.700% - 04/0 10181 10488 INTUIT NOTE - 0.650% - 07/15/2 10071 10084 JOHN DEERE CAPITAL CORP - 2.65 10160 10741 JOHNSON &JOHNSON - 2.250% - 03 4986 5109 JP MORGAN CHASE - 5.300% - 12/ 10167 9967 JPMORGAN CHASE & CO PERP-R NT 74999 79499 KIMBERLY CLARK CORP - 2.400% - 5031 5124 KIMBERLY-CLARK CORP - 1.050% - 5066 5068 MCDONALDS CORP - 1.450% - 09/0 10358 10343 MCDONALDS CORP - 3.350% - 04/0 24739 26630 MICROSOFT CORP - 2.650% - 11/0 10049 10416 MONDELEZ INTL INC - 2.125% - 0 10432 10387 NYIDIA CORP - 2.200% - 09/16/2 49730 50608 ORACLE CORP NOTE CALL - 1.900% 4913 5050 PAYPAL HLDGS INC - 2.400% - 10 25091 26716 PEPSICO INC - 2.128% - 05/02/2 24973 25097 PROCTER AND GAMBLE CO - 2.150% 54668 56725 ROCKWELL COLLINS - 3.100% - 11 24954 25430 ROYAL BK CDA - 0.000% - 10/26/ 25000 25094 SEMPRA ENERGY - 1.191% - 03/15 24967 25016 STARBUCKS CORP - 2.700% - 06/1 9966 10319 STRYKER CORP NOTE - 2.625% - 0 9998 10018 STRYKER CORPORATION - 0.600% - 24978 25039 TOYOTA MTR CR CORP MTN - 0.500 10035 10051 U.S. BANCORP PERP - 5.125% - 1 5313 4988 UNITED PARCEL SERVICE - 2.350% 4993 5134 VERIZON COMMUNICATIONS INC NOT 10032 10079 WALT DISNEY COMPANY - 1.750% - 10353 10429 WELLS FARGO CO - 3.069% - 01/2 10127 10285 ZIMMER BIOMET - 2.914% - 03/19 11002 11000 ZOETIS INC - 2.135% - 08/20/20 24923 25054 AIR PRODS & CHEM INC 81336 102458 AIRBUS GROUP 48797 38248 ALEXION PHARMACEUTICALS, INC 25561 35154 ALIBABA GROUP HOLDING LTD 38305 43055 ALPHABET INC CL A 9604 78869 ALPHABET INC CL C 138939 303074 AMAZON COM 127334 214956 AMERICAN ELECTRIC POWER INC 17576 23232 AMERICAN HOMES 4 RENT 12258 23130 AMERICAN TOWER REIT INC 16234 46014 AMETEK INC 12981 18141 ANALOG DEVICES INC 81849 130741 ANTHEM INC 46175 141601 AON PLC CL A 121036 153171 APPLE INC 131104 507671 APTIV PLC 16311 33224 ASHLAND GLOBAL HOLDINGS 22533 23760 ASML HOLDING NV NY REG SHS 57591 270684 ASSURANT INC 19163 81732 BANK OF AMERICA CORP 41479 50769 BERKSHIRE HATHAWAY INC. CLASS 194754 301430 BEST BUY INC 12012 17463 BOSTON SCIENTIFIC 40798 44039 BROOKFIELD ASSET MANAGEMENT CL 13327 34337 CABOT OIL & GAS CORP 134720 91168 CARLYLE GROUP 28332 40872 CATERPILLAR INC 67308 91010 CIGNA CORPORATION 171912 202976 CISCO SYSTEMS INC 28067 29043 COMCAST CORP 26561 38462 COOPER COMPANIES INC 15356 19983 CORNING INC 6395 10800 COSTCO WHOLESALE CORPORATION 3777 9420 CROWN CASTLE INTL 19224 30724 CSX CORP 43213 158813 D R HORTON 51367 134394 DANAHER CORP 10587 18882 DIGITAL RLTY TR INC 10895 13532 DOMINION ENERGY INC 49782 48880 DOUGLAS EMMETT INC 11240 11672 EATON CORP PLC 70251 90105 ENTERGY CORP 10173 9984 EOG RESOURCES INC 28566 23339 EQUINIX, INC 13088 25710 EQUITY LIFESTYLE PRP 13736 27878 EQUITY RESIDENTIAL PPTYS TR 16156 18377 ESSEX PRTY TR INC 15982 16619 FACEBOOK INC 7784 13658 FISERV INC 27993 31312 FLIR SYSTEMS INC 54904 56979 GLOBE LIFE INC 25090 28583 GOLDMAN SACHS GROUP 139455 214132 HEALTHCARE TRUST OF AMERICA IN 8532 8951 HEALTHPEAK PROPERTIES INC 15486 12576 HILL-ROM HOLDINGS, INC 21359 21651 HOME DEPOT INC 94091 179294 HONEYWELL INTL 28473 148890 ICU MEDICAL, INC 25985 32174 ISHARES GOLD TRUST 97336 105154 JACOBS ENGINEERING GP 14061 31272 JOHNSON & JOHNSON 34527 102297 JP MORGAN CHASE 230400 444744 JP MORGAN SHORT DURATION BOND 128586 130101 JP MORGAN STRATEGIC INCOME OPP 186530 186419 JPMORGAN GLOBAL BOND OPPORTUNI 221840 227699 JPMORGAN INCOME BUILDER-SEL 99836 111200 JPMORGAN MANAGED INCOME FUND I 226217 226669 KRATOS DEFENSE & SECURITY SOLU 34113 35659 L3HARRIS TECHNOLOGIES 67263 77687 LAM RESEARCH CORP 5468 9445 LEIDOS HOLDINGS INC 17449 37738 LENNAR CORP 112761 202010 MCDONALD'S CORP 73040 89051 MICROSOFT CORP 125851 764234 MID-AMERICA APT COMMUNITIES IN 18160 22171 MONDELEZ INTERNATIONAL INC 41602 51220 MOTOROLA SOLUTIONS INC 97873 148803 NATIONAL RETAIL PROPERTIES INC 16599 14527 NEW YORK COMNTY BANCORP INC 119413 400023 NEXTERA ENERGY PARTNERS LP 12220 35604 NEXTERA ENERGY, INC 72195 101529 NORFOLK SOUTHERN CORP 10513 11881 NORTHROP GRUMMAN CORP 62922 60944 NOVARTIS AG ADR 32775 36167 O'REILLY AUTOMOTIVE INC 20795 22629 OCCIDENTAL PETROLEUM CORP 60574 77895 OCCIDENTAL PETROLEUM WARRANTS 3827 ORACLE CORP 50704 109520 PG & E CORP 26969 27387 PIONEER NAT RES CO 117647 74029 PPG INDUSTRIES INC 19926 28844 PROCTER GAMBLE CO 11402 17393 PROGRESSIVE CORP OHIO 96695 118656 PROLOGIS 17136 28403 PUBLIC STORAGE INC 8636 19629 QUANTA SVCS INC 17686 39251 RAYTHEON TECHNOLOGIES CORP 49833 46482 REGENCY CENTERS CORP 15363 10212 REGENERON PHARMACEUTICALS INC 9930 9662 REXFORD INDUSTRIAL REALTY INC 8519 13505 RIO TINTO PLC SPONSORED ADR 71652 86503 ROGERS COMM CL B 27180 26417 SAILPOINT TECHNOLOGIES 71560 170368 SIMON PPTY GROUP INC 17730 15180 SKYWORKS SOLUTIONS, INC 10654 11466 SL GREEN REALTY CORP 15207 11261 SPDR GOLD SHARES 16207 17836 STARBUCKS CORP COM 9407 13373 STRYKER CORPORATION 11298 14702 SUNCOR ENERGY INC 67161 42789 T-MOBILE US INC 85481 156426 THE BLACKSTONE GROUP INC CL A 76013 106937 THE COCA-COLA CO 15916 17823 THERMO FISHER SCIENTIFIC INC 34269 56825 TRAVELERS COMPANIES INC 20139 66676 TRI POINTE HOMES INC COM 7342 7590 UNION PACIFIC 43149 327946 UNITED RENTALS INC 2593 5798 UNITEDHEALTH GROUP INC 113409 175340 USD CYRUSONE INC 11633 13606 VERIZON COMMUNICATIONS 60694 61688 VISA INC 11272 21873 VISTRA ENERGY CORP 60964 54832 VMWARE INC 31599 30997 WAL-MART STORES INC 86121 172980 WALT DISNEY HOLDINGS CO 96370 132261 WELLS FARGO & CO 52540 46779 WELLTOWER INC. 12264 11632 WEYERHAEUSER CO 15568 16933 ZEBRA TECHNOLOGIES CORP 68786 96083 ZIMMER BIOMET HOLDINGS 28177 36828 224871 231348 VAN BIEMA GLOBAL VALUE FUND, L 368227 395748 Administrative Fees 23676 23676 Bank Charges 3 3 K-1 Exp VAN BIEMA GLOBAL VALUE 7687 7677 Postage/Delivery Service 65 65 State or Local Filing Fees 750 750 K-1 Inc/Loss VAN BIEMA GLOBAL VALUE FUND, LP-1 4696 4183 Class Action Lawsuit Proceeds 68 68 Administration of Foundation 18000 18000 Investment Management Services 94334 94334 990-PF Estimated Tax for 2020 2600 Foreign Tax Paid 484 484